+2,986.0%
KLAC vs RBA
+189.2%
+2,796.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.5% | -2.9% |
| 7D | +6.2% | -1.9% | +8.1% | +7.0% |
| 30D | -5.0% | -13.0% | +8.0% | +0.2% |
| 3M | -14.4% | -23.1% | +8.7% | -5.7% |
| 6M | +28.3% | -22.6% | +50.9% | +40.7% |
| YTD | +51.1% | -20.4% | +71.5% | +62.9% |
| 1Y | +100.4% | -29.6% | +130.0% | +127.0% |
| 3Y | +276.3% | +26.6% | +249.8% | +226.9% |
| 5Y | +452.1% | +38.2% | +413.9% | +344.0% |
| 10Y | +2,986.0% | +194.7% | +2,791.2% | +1,591.5% |
| All | +2,986.0% | +189.2% | +2,796.8% | +1,591.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling